Read

Published

January 12, 2025

Author

How to Use Cuppa for Effective Client Management and Collaboration

Cuppa is a powerful tool designed to streamline client management and collaborative email workspaces. Learn to effortlessly track clients, deals, and communication, all while fostering seamless collaboration within your team.

Cuppa is a powerful tool designed to streamline client management and collaborative email workspaces. This guide will walk you through the key features of Cuppa and how you can utilize them to keep track of your clients, deals, and communication.

Databases

Databases in Cuppa allow you to organize information about your clients or deals. You can customize databases to suit your needs, with default options for "People" and "Company." To add a new database:

1. Click "add database."

*You can "add a database" under "people."*

2. Assign a name and choose an icon.

*Once you click "add a database," a textbox appears. Enter your desired database name.*

3. Click "create database."

*Simply click the "create database" button to save.*

Records

Records are entries within your databases. To add a new record:

1. Click "add new record."

*Select your desired database and click the "+ new record" button.*

2. Enter details such as name and email address.

*Enter your record's name and contact details.*

3. Input other necessary properties.

*Phone number, location, and status are added properties. You can add any property by clicking "+."*

4. View record summary.

*Go to right side of the record name and click "open." Once it does, it will show you every information you need from start to end.*

Collaborative Features

Cuppa's collaborative nature sets it apart from other platforms. You can tag team members in records to discuss specific clients or deals. Tagged members will receive notifications, allowing for seamless communication within the context of a record.

Creating and assigning tasks

To create a task:

1. Press the "+ new task" button.

*Go to the navigation menu on the right. Click "+ new task."*

2. Write the task title and description.

3. Set a deadline and assign users.

*Select a timeframe for the task and assign it to a team member of your choice.*

4. Link the task to a record.

*Choose a record that's related to the task for more context. Tasks linked to records provide a comprehensive view of all activities related to a client or deal.*

Emails

Emails are a crucial part of Cuppa's workflow. You can tag team members in emails to discuss action items or decisions. If a conversation is relevant to a record, you can link it to a record for future reference. You can also assign tasks to team members directly from an email to streamline delegation.

*Simply click the email you want to assign a record with. Click the "link record" button on top and choose the record desired.*

By leveraging these features, Cuppa enables you to manage clients and collaborate with your team effectively, all in one organized space. Grab your free trial today.